Trip view operations in Transportation Smartbench

This section lists trip view operations with a description.

You can access entity view operations in any of the following ways:

  • Select an operation from the operation toolbar
  • Right-click over the entity grid’s row selection check box
  • Note: This method requires the presence of at least one row in the entity grid.

Note: Administrator can configure operations for a role. Only the authorized operations are displayed in your operation toolbar.

The Transportation Smartbench (TSB) performs basic validations when an operation is initiated.

Front-end validations include the following:

  • To test whether an operation requires row selection or supports multi-row selection
  • To halt an operation when the user is not authorized to the plans referenced in the selection.

Front-end validation errors display in the form of a dialog box. If a validation message is displayed, the entire operation is halted and you must take appropriate corrective action before re-initiating the operation.

When configured, the TSB displays a confirmation dialog box allowing you to cancel the action before it is passed to the back-end API for execution.

A few operations require you to select an appropriate reason code to proceed with the operation. See "Event reason codes" for more information.

Comprehensive validations are performed by back-end APIs servicing most TSB operations. The results of operations are summarized in a single message and displayed on the title bar of the Results View. As a result, some objects in the selection may succeed while others may fail. The message in the Results View summarizes the status of the whole operation. The outcome of the operation on individual objects in the selection can be viewed by clicking the message. This opens the TSB session log to show messages for each object-operation performed since the start of the TSB session.

Trip view operation

Multi-row selection

*Execute across pages

Description

Accept Trip Tender

Yes

Yes

Accepts a tender for the selected trips.

See Accept a trip tender (Carrier).

All Related Loads

Yes

No

Opens a Load view listing all loads based on shipments that have a leg attached to any load of selected trips.

All Related Shipment Legs

Yes

No

Opens a Shipment Leg view view listing all shipment legs based on shipments that have leg attached to any load of selected trips.

All Related Stops

Yes

No

Opens a Stop view listing stops based on the shipments (via shipment legs) associated to the selected trips.

Asset Activities Yes Yes Opens an Asset Activities view listing all asset activities associated with the selected trips.
Asset Schedule Yes Yes Opens an Asset Schedule view for assets currently assigned to the selected trips.

Attachments

Yes

No

Displays the list of attachments for the selected trips. See Display the list of attachments (All) and Attachments (All).

Cancel Re-Planning

Yes

Yes

Cancels re-planning for the trip.

See Cancel re-planning for a trip (Employee).

Cancel Trip

Yes

Yes

Removes assigned loads from selected trips and updates them to the Canceled operational status.

See Cancel a trip (Employee).

Cancel Trip Tender

Yes

Yes

Cancels a tender for selected trips that are in the Tendered or Tender Accepted operational status.

See Cancel a trip tender (Employee).

See Cancel Tender for Selected Trips in Transportation Smartbench.

Close Trip

Yes

Yes

Sets selected trips to the Closed operational status.

See Close a trip (Employee).

Create Attachment

Yes

No

Allows you to create an attachment for the selected trips. See Create Attachment (All).

Delete Trip

Yes

No

Deletes selected trips.

See Delete a trip (Employee).

Distance/Transit Time

No

No

Displays the TM Web Distance/Time Override UI for the selected trip. See Distance/Time Override (Customer/Employee).

Asset Candidates

No

No

Allows you to assign eligible assets for the selected trip. See Asset Candidates for Load, Trip, or Booking.

Asset Assignments

Yes

Yes

Opens Asset Assignment view listing all asset assignments associated with the selected trips.

Event History

No

No

Displays the event history for the selected trip. See Event History.

Loads

Yes

Yes

Opens a Load view listing all loads associated with selected trips.

Manage Domicile Resources

Yes

No

Allows you to maintain vehicle related information for the selected trip or its associated loads. If a trip has associated loads, then tractor and trailer resources of assigned trip will be displayed. Otherwise, tractor and trailer resources of load will be displayed. See Manage Domicile Resource (Carrier/Employee).

Map

Yes

No

Displays a Map view for selected trips.

Note: This operation will only be available if the map license is detected (and the operation is active/enabled).

Memo

No

No

Displays both internal and external memo fields for the selected trip.

For more information, see Display memo comments (All).

New

Not Applicable

No

Allows you to create a new trip for a list of loads selected from a secondary load search result. See Create Trip (Employee) – Transportation Smartbench.

Optimize

Not Applicable

No

Displays the Create Optimization Request page. Pre-validation requires that you have a current plan. See Create Optimization Request - Transportation Smartbench.

Properties

No

No

Displays properties of selected trip. See Trip properties.

Rate

Yes

Yes

Performs the rating request for selected trips.

For more information, see Rate a trip (Employee).

Rate Shop

No

No

Displays the Rate Shop for Trips page. See Rate Shop for Trip - Transportation Smartbench.

Note: This operation is available in the operation toolbar only when Monetary Information Control is set to All MonetaryValues for a user.

Reference Numbers

No

No

Displays the visible reference numbers for the selected trip.

For more information, See Trip Reference Numbers – Single Page view (Employee).

Reject Non-Accepted Tender

Yes

Yes

Rejects a tender for selected trips that are in the Tendered operational status only.

See Reject a non-accepted trip tender in Transportation Smartbench.

Reject Trip Tender

Yes

Yes

Rejects a tender for selected trips that are in the Tendered or Tender Accepted operational status.

See Reject a trip tender (Carrier).

See Tender Reject Selected Trips in Transportation Smartbench.

Reorder Loads

No

No

Opens the Reorder Loads of Trip dialog box, which displays a list of loads arranged in the current trip sequence. See Reorder Loads of Trip – Transportation Smartbench.

Reset

Not Applicable

No

Reverts all unsaved row-level changes to original values.

Schedule Details

No

No

Opens the Schedule Details for Trip dialog box for a selected trip in order to display planning and execution load schedule data of attached loads for comparative viewing.

Send to Worklist

Yes

Yes

Sends selected trips to a Trip Worklist grid instance. See Worklist view.

Shipment Details

Yes

Yes

Opens a Shipment Detail view listing shipment details associated with each selected trip.

Shipment Legs

Yes

No

Opens a Shipment Leg view listing shipment legs associated with selected trips.

Stops

Yes

No

Displays the Stop view listing each stop associated with the selected trips.

Submit

Not Applicable

No

Posts all row-level changes to the database.

Trip Reference Numbers

No

No

Displays the list of reference numbers for the selected trip. Users with update permission will be able to add/edit entries.

Trip Tender

Yes

Yes

Tenders selected trips that are in the Planned operational status.

See Tender for Selected Trips in Transportation Smartbench.

Update Continuation

Yes

Yes

Displays the Update Continuation for Selected Trips page. This allows you to indicate whether selected trips should be eligible to be sent to the Optimizer for adding loads.

See Update Continuation in Transportation Smartbench.

Update Trip Tender

Yes

Yes

Updates tender for selected trips that are in the Tendered or Tender Accepted operational status.

See Update Tender for Selected Trips in Transportation Smartbench.

Note: * See Execute across pages.

See Also